AMD
9 statements across 3 episodes · 4 bullish · 5 bearish · 2 people on the record · first statement Oct 31, 2024 by Brad Gerstner · said 32 times in 8 episodes since 2024 · across every show →
Mentions by year
brought up most by Dylan Patel (19), Brad Gerstner (12), Gavin Baker (1)
tap a year for its mentions
2026 1 mention in 1 episode
2025 7 mentions in 5 episodes 1 per episode
- All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2025, scene by scene →
Everything said about AMD, oldest first
Oct 31, 2024 bearish
Dec 23, 2024 positive
Patel: Microsoft runs GPT models on AMD hardware for inference
“Microsoft has deployed GPT-style models on On other competitors' hardware, such as AMD they've, and some of their own, but mostly AMD, and so they can wring that out with software because they can spend hundreds of engineers, dozens of engineers' hours hundred…”
Dec 23, 2024 bullish
Patel: NVIDIA is cutting Blackwell margins to compete with custom ASICs
“Like with Blackwell, not only is it way, way, way faster, anywhere from 10 to 15 times on really large models for inference, because they've optimized it for very large language models, they've also decided, hey, we're gonna cut our margin, too, somewhat, beca…”
Dec 23, 2024 bullish
Patel: Broadcom is building an NVSwitch competitor for AMD and others
“Broadcom is making a Competitors to that, that they will cede to the market, right? Multiple companies will be using that. Not just, you know, AMD will be using that competitor to NVSwitch, but they're not making it themselves because they don't have the skill…”
Dec 23, 2024 negative
Patel: Semiconductor companies lack the engineers needed for rack-scale systems
“Building a chip is one thing, but building many chips that connect together, cooling them appropriately, networking them together, making sure that it's reliable at that scale is, is a whole host of problems that semiconductor companies don't have the engineer…”
Dec 23, 2024 bearish
Patel: AMD lacks software talent and refuses to fund internal GPU clusters
“AMD is really good, but they're missing software. AMD has no clue how to do software, I think. They've got very few developers on it. They won't spend the money to build a GPU cluster for themselves so that they can develop software.”
Dec 23, 2024 bullish
Patel: Hyperscalers will significantly boost capex in 2025, lifting chip suppliers
“The plans for hyperscalers are pretty firm on, they're gonna spend a crap load more next year, right? And therefore, the ecosystem of networking players, of ASIC vendors, of systems vendors is gonna do well, whether it be NVIDIA or Marvell or Broadcom or AMD o…”
Dec 23, 2024 bearish
Feb 5, 2025 bearish
Gerstner: Semiconductor tariffs will slow US AI research and hurt tech leadership
“So that would be a tax on, on the NVIDIAs and AMDs and others, and it would be a tax on Meta and Amazon and all the folks that would have to pay that tax, which likely means that you get less chips purchased and less AI research, right? So if our number one go…”